See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,455 | $71,050+28.7% | $93,606-2.3% | $80,856+13.1% |
| Participation rate | 59.0% | 60.4%-1.4pp | 68.7%-9.7pp | 67.6%-8.6pp |
| Annual return | 8.88% | 11.26%-2.4pp | 133.20%-124.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,719 | $4,034-7.8% | $4,411-15.7% | $4,296-13.4% |
| Admin fee / account holder | $35,052 | $6,945+404.7% | $8,285+323.1% | $6,918+406.7% |